TRAINEE FINANCIAL ADVISER – Central London, Level 4 Diploma Essential, C £45,000 + Bonus + Clients provided

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TRAINEE FINANCIAL ADVISER – Central London, Level 4 Diploma Essential, C £45,000 + Bonus + Clients provided

Location: Central London

Job Ref: JM

Salary: C £45,000 + Bonus + Clients provided

Work From Home option: Yes

The Opportunity:

  • Join a growing, fully independent financial planning firm managing £200m of client assets, with AUM increasing by around £50m each year.
  • Advise a high-net-worth client base, including UK-based US nationals and affluent UK clients.
  • Work across pensions, investments, protection, inheritance tax and estate planning, alongside specialist international and cross-border financial planning, including QROPS (Qualifying Recognised Overseas Pension Schemes).
  • Average client portfolio of around £800k
  • Benefit from a strong introducer network generating high-quality referrals from law firms, accountancy practices, tax advisers and FX Brokers.
  • Receive full administrative and paraplanning support, allowing you to focus on developing as an adviser.
  • Clients, leads and referrals provided.

 

About you:

  • Level 4 Diploma in Regulated Financial Planning.
  • Looking to move into a Financial Adviser role.
  • Wealth management experience is beneficial but not essential.
  • Open to career changers with the right attitude and qualifications.
  • Confident, personable and comfortable building relationships with high-net-worth clients.
  • Ambitious and looking to build a successful long-term career in financial planning.

 

CV to jim.m@financialdivisions.co.uk

Trainee Financial Adviser - London - (JM)

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